Protecting your wealth is an essential part of risk management. We work with families to identify and protect against risks that may threaten their financial legacy.
Whether the risk is within the family, such as a breakdown of a relationship or a family member’s change of tax status, or external, for example tax liabilities and enquiries or third party risk, our team are able to support you.
Generational transitions, the ever-changing tax landscape and challenges to reputation and privacy, to name but a few, all have the potential to undermine a family’s plan for the future.
Advance preparation through effective tax planning and the adoption of robust systems of governance will enable a family to meet these and any other challenges that may lie head. Stress testing existing and evolving structures in advance of key family events is also effective for heading off acute incidents of risk before they arise.
We understand that every family is unique and so are their vulnerabilities. By exploring these issues with you in the context of your wider estate planning objectives, we can work with you to design a structure that protects your legacy for the future.
